Edmond de Rothschild Holding’s UiPath PATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-714
| Closed | -$12.5K | – | 739 |
|
|
2023
Q1 | $12.5K | Sell |
714
-2,523
| -78% | -$44.3K | ﹤0.01% | 675 |
|
|
2022
Q4 | $41.1K | Hold |
3,237
| – | – | ﹤0.01% | 652 |
|
|
2022
Q3 | $41K | Hold |
3,237
| – | – | ﹤0.01% | 682 |
|
|
2022
Q2 | $59K | Buy |
+3,237
| New | +$59K | ﹤0.01% | 649 |
|
|
2022
Q1 | – | Sell |
-4,523
| Closed | -$195K | – | 838 |
|
|
2021
Q4 | $195K | Sell |
4,523
-17,049
| -79% | -$735K | ﹤0.01% | 539 |
|
|
2021
Q3 | $1.14M | Buy |
21,572
+18,001
| +504% | +$948K | 0.03% | 359 |
|
|
2021
Q2 | $243K | Buy |
+3,571
| New | +$243K | 0.01% | 506 |
|